Carla Mahoney Ott is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. Since joining Fidelity in 2015, she has held roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Benefits and Planning Consultant. Her experience encompasses various aspects of financial planning and client relationship management. Carla works closely with clients to understand their goals, values, and financial needs, developing and implementing tailored financial plans. Outside of her professional responsibilities, Carla enjoys cooking and baking, participating in family activities, gardening, and hiking.

Alexandria Francis is a Series 66–licensed financial advisor at Fidelity with six years of industry experience. She has previously worked at Morgan Stanley and Gilmore Jasion Mahler, Ltd. Alexandria is currently based in Orange, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to build model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.